Investors' Chronicle

Investors' Chronicle
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Nov 22, 2019 • 31min

Personal Finance Show: Good out performance and how to find genuine value

In this week's show Noelle Cazalis, co-manager of Rathbone Ethical Bond, explains how the fund outperforms many peers that don't have an ethical remit and some of the benefits of taking such an approach. Dave Baxter explains why value style investing might be making comeback and how establish which funds genuinely take a value approach. Hosted on Acast. See acast.com/privacy for more information.
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Nov 21, 2019 • 34min

Companies & Markets Show: New power generation

On this week's IC Companies and Markets Show editor John Hughman talks to Algy Hall about the dividend-paying small caps behind one of his most consistently-performing stock screens, and Nilushi Karunaratne explains how investors can tap into the UK's incredible progress on energy decarbonisation Hosted on Acast. See acast.com/privacy for more information.
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Nov 20, 2019 • 9min

Paid Post: Decoding the election

The deadline for constituency nominations for the 12 December general election has passed, providing interesting insight into potential outcomes. IG Index’s Jeremy Naylor and Damian Lyons Lowe of Survation break down the parties, their leaders and what they each must do to gain a political majority on election day.Inspired? Find your next opportunity at IG.com Hosted on Acast. See acast.com/privacy for more information.
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Nov 15, 2019 • 47min

Companies & Markets Show: Good value hunting

On the week's IC Companies & Markets Show editor John Hughman talks to Phil Oakley about the turnaround challenges faced by FirstGroup and BT, the marketing brilliance of Greggs and Fevertree, and a value opportunity in retail property. Hosted on Acast. See acast.com/privacy for more information.
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Nov 15, 2019 • 33min

Personal Finance Show: How to select the best investment trusts and investing optimistic investing

On this week's show Peter Walls, manager of Unicorn Mastertrust, a fund of investment trusts, sets out what he looks for when selecting holdings, and how he mitigates the added risks that come with the benefits of these funds. He also highlights some investment trusts he has recently added to. Deputy personal finance editor Dave Baxter, meanwhile, explains why professional investors are more optimistic and how they have changed their asset allocations to reflect this. Hosted on Acast. See acast.com/privacy for more information.
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Nov 14, 2019 • 24min

Interview: Seeking good returns through the cycle via European Assets

Sam Cosh, manager of European Assets Trust (EAT), says how he selects smaller companies that should be able to make good returns through the economic cycle and profiles holdings that he thinks have good prospects going ahead. He also sets out some of the risks European smaller companies face and how he has positioned the trust to deal with this, and explains why the trust's performance has lagged in recent years. Hosted on Acast. See acast.com/privacy for more information.
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Nov 13, 2019 • 8min

Paid Post: Is the UK investable ahead of the election?

December's general election is being steered by Brexit and a slowing UK economy. Political economist Ruth Lea weighs up UK plc's strengths and weaknesses as the country enters uncertain territory. Inspired? Find your next opportunity at IG.com. Hosted on Acast. See acast.com/privacy for more information.
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Nov 8, 2019 • 21min

Personal Finance Show: Waiting for Woodford to come good and consistent income options

On this week's show Colin Low, managing director of Kingsfleet Wealth, sets out what you need to consider if you are invested in one of the former Woodford funds and wondering what to do next. He also considers if the Invesco Income and High Income funds' allocations to small and micro-caps are a serious risk, and highlights other funds invested in similar areas to these but which have more consistent track records.  Hosted on Acast. See acast.com/privacy for more information.
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Nov 7, 2019 • 31min

Companies & Markets Show: When doves cry

On this week’s Companies & Markets Show editor John Hughman talks to Neil Wilson, chief market analyst at Markets.com, about what dovish signals from the MPC mean for the market, the latest political problems for bookies, and why two retail bellwethers are struggling to revive their fortunes. Hosted on Acast. See acast.com/privacy for more information.
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Nov 6, 2019 • 28min

Interview: Exploiting income opportunities home and away

James Harries built up a strong record as a global equity income investor at Newton Investment Management but four years ago left to join Troy Asset Management. He says how he runs the fund he currently manages, Trojan Global Income (GB00BD82KQ40), and how his approach differs to what he did at Newton. He also explains how he incorporates Troy's house emphasis on wealth preservation into his approach and why despite being able to invest across the world he thinks it's worth having a substantial allocation to UK equities. Hosted on Acast. See acast.com/privacy for more information.

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